Filed January 30, 2023
Total covered: 31 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,055 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,414 | $57,739+8.1% | $112,229-44.4% | $74,419-16.1% |
| Participation rate | 86.6% | 55.6%+31.0pp | 72.4%+14.1pp | 70.7%+15.8pp |
| Annual return | 84.67% | 19.52%+65.1pp | 30.20%+54.5pp | 34.38%+50.3pp |
| Employer contribution / active EE | $13,864 | $1,675+727.8% | $3,430+304.2% | $2,637+425.7% |
| Participant deferral / active EE | $13,259 | $2,891+358.6% | $4,798+176.4% | $4,528+192.8% |
| Admin fee / account holder | $120 | $462-74.1% | $7,748-98.5% | $348-65.6% |